Macro Briefing: 29 September 2020

Global coronavirus death toll passes 1 million: CNBC
Conflict on Russia’s southern border at risk of escalating into all-out war: NPR
Tuesday marks a critical juncture for prospects for a pre-election stimulus bill: BBG
EU won’t accept UK backtracking on Brexit deal, EU minister writes: Reuters
Eurozone consumer confidence continues to rebound in September: BBG
Dallas Fed Mfg Index posts stronger growth in September: DF
Biden holds sizable lead over Trump in polls ahead of tonight’s first debate: RCP